San Luis Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
135,242
+35,497
| +36% | +$2.75M | 2.25% | 12 |
|
|
2025
Q1 | $7.64M | Sell |
99,745
-45,184
| -31% | -$3.46M | 1.73% | 14 |
|
|
2024
Q4 | $10.8M | Buy |
144,929
+1,345
| +0.9% | +$101K | 2.05% | 12 |
|
|
2024
Q3 | $11.3M | Buy |
143,584
+4,591
| +3% | +$360K | 2.32% | 9 |
|
|
2024
Q2 | $10.4M | Buy |
+138,993
| New | +$10.4M | 2.5% | 9 |
|
|
2022
Q2 | – | Sell |
-3,623
| Closed | -$317K | – | 100 |
|
|
2022
Q1 | $317K | Buy |
+3,623
| New | +$317K | 0.16% | 117 |
|
|
2021
Q4 | – | Sell |
-4,054
| Closed | -$363K | – | 93 |
|
|
2021
Q3 | $363K | Buy |
+4,054
| New | +$363K | 0.2% | 100 |
|
|
2020
Q4 | $2.58M | Buy |
+27,825
| New | +$2.58M | 1.67% | 13 |
|